Workflows built around your business.

From client reviews and risk assessments to payments and approvals, PlainSail helps bring structure to the processes your firm relies on.

Configure responsibilities, checks and approvals to reflect the way your team works, with a clear record of progress at every stage.

Complex processes. Clearly managed.

With 50+ step action types – from simple approvals and data capture to document generation and entity updates – workflows handle the full breadth of trust administration.

Workflows carry data: text fields, dates, entity references, and document links travel with each instance. Conditional branching routes work down different paths based on real-time decisions.

Global reporting gives management teams real-time visibility across every active workflow. Dashboard widgets surface progress and bottlenecks so nothing stalls.

Your team configures lifecycle management templates directly. As regulations change or your processes evolve, you can update lifecycle templates and approval routings within the application. For more complex workflow design, our team works alongside you. Workflow approval routings can be applied to data entry points across the platform. A dashboard widget gives managers a real-time overview of every active process.

Key capabilities